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One Wealth Management Investment & Advisory Services, LLC: TTD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Management Investment & Advisory Services, LLC on TTD, newest first. How the timeline and the estimate are built.

One Wealth Management Investment & Advisory Services, LLC held 0 TTD shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,302 shares

    13F-HR 0002009427-26-000002 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,302 shares
    Change vs previous 13F -35 shares

    0.24% of the 13F portfolio, value $210,841.

    13F-HR 0002009427-25-000008 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 4,337 shares
    Change vs previous 13F -39 shares

    0.4% of the 13F portfolio, value $312,221.

    13F-HR 0002009427-25-000006 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 4,376 shares
    Change vs previous 13F +126 shares

    0.4% of the 13F portfolio, value $239,455.

    13F-HR 0002009427-25-000003 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 4,250 shares
    Change vs previous 13F +4 shares

    0.79% of the 13F portfolio, value $499,503.

    13F-HR 0002009427-25-000001 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 4,246 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $465,574.

    13F-HR 0002009427-24-000006 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).